Reports and Executive Summaries
Examples to Inspire
Business reports are not just school assignments—they are essential tools used in every industry to make decisions, communicate progress, and influence stakeholders. This appendix helps you understand what reports look like in your field, why strong communication matters, and how executive summaries make your work more usable and persuasive.
Section 1
Why Reports Matter in Business
Whether you work in accounting, marketing, tech, or HR, your writing needs to be:
- Clear (so others can act on it),
- Professional (so you build trust), and
- Audience-centered (so it gets read).
Business reports are not just school assignments—they are essential tools used in every industry to make decisions, communicate progress, and influence stakeholders. This appendix helps you understand what reports look like in your field, why strong communication matters, and how executive summaries make your work more usable and persuasive.
Section 2
Reports by Industry
Accounting
Common Reports: Financial summaries, internal audits, variance analysis, tax memos
Audience: Executives, clients, regulators
Skills Needed: Clarity, precision, visual data presentation
- Example 1: Internal Audit Memo
Purpose: Highlight compliance issues in travel reimbursements
Snapshot: Uses a short narrative with bullet points and an attached spreadsheet - Example 2: Budget Variance Report
Purpose: Compare forecasted vs. actual expenses
Snapshot: Includes tables with color-coded highlights and a one-paragraph executive summary
Marketing
Common Reports: Campaign reports, market research briefs, social media analytics
Audience: Marketing directors, product teams, clients
Skills Needed: Storytelling, data visualization, concision
- Example 1: Social Media Analytics Report
Purpose: Show engagement trends across platforms
Snapshot: Charts paired with concise narrative; includes a recommendation to invest more in video content - Example 2: Campaign Performance Report
Purpose: Evaluate KPIs (clicks, conversions, ROI)
Snapshot: Slide deck format with annotated visuals and callouts
Global Supply Chain
Common Reports: Logistics updates, supplier assessments, inventory dashboards
Audience: Operations teams, suppliers, execs
Skills Needed: Specificity, concision, visual clarity
- Example 1: Logistics Update Memo
Purpose: Notify delay in international shipments
Snapshot: Bullet-point summary with map visualization and risk mitigation plan - Example 2: Vendor Scorecard Report
Purpose: Evaluate supplier performance
Snapshot: Table showing delivery times, quality scores, contract compliance
Organizational Behavior / HR
Common Reports: Hiring justifications, policy proposals, culture surveys
Audience: HR teams, department heads, executives
Skills Needed: Empathy, logic, compliance
- Example 1: DEI Policy Recommendation
Purpose: Propose new inclusive hiring policy
Snapshot: Short brief with evidence from peer companies and employee surveys - Example 2: Culture Survey Summary
Purpose: Present employee engagement trends
Snapshot: Graphs showing change over time, plus recommendations
Strategic Management
Common Reports: Strategic analysis, business model proposals, performance reviews
Audience: Senior leadership, boards, investors
Skills Needed: Executive tone, structured thinking, logical flow
- Example 1: SWOT Analysis
Purpose: Analyze a business opportunity
Snapshot: Structured in four quadrants with brief narrative synthesis - Example 2: Business Model Pitch
Purpose: Propose a new subscription strategy
Snapshot: Slide deck with customer pain points, pricing tiers, projected ROI
Technology / Information Systems
Common Reports: Feature updates, bug reports, implementation plans
Audience: Product managers, developers, users
Skills Needed: Brevity, technical clarity, stakeholder awareness
- Example 1: Feature Launch Memo
Purpose: Announce a new product feature
Snapshot: Brief explanation, timeline, screenshot of UI - Example 2: Incident Postmortem
Purpose: Explain a system outage and fixes
Snapshot: Timeline of events, root cause, and follow-up actions
Section 3
Compare Across Industries
| Industry | Common Report Types | Typical Audience | Key Success Factors |
|---|---|---|---|
| Accounting | Audits, variance reports | Execs, clients, regulators | Accuracy, clarity, visual data |
| Marketing | Campaign briefs, analytics | CMOs, clients | Persuasion, visuals, brevity |
| Supply Chain | Logistics updates, scorecards | Ops managers | Specificity, efficiency |
| HR / OB | Proposals, culture surveys | Managers, execs | Empathy, credibility, organization |
| Strategy | SWOT, growth proposals | Boards, investors | Structured thinking, ROI focus |
| Tech / IS | Memos, tech specs, postmortems | Product teams, users | Brevity, clarity, documentation |
Section 4
Executive Summaries
What Is an Executive Summary?
A short, standalone overview of a report or presentation that lets the reader quickly understand the key message, evidence, and what comes next.
When Do You Use One?
| Situation | Executive Summary Needed? |
|---|---|
| A full report over 3 pages | Yes |
| A business presentation for execs | Yes (1–2 slides) |
| A one-page email memo | No |
Executive Summary Template
- Problem: What is the problem facing the organization/team?
- Solution: What do you recommend the organization do?
- Analysis: How do we support this recommendation? Include a decision matrix here
- Implementation: What are the major milestones along the way? Who will be in charge of each?
- Risks: What are the obvious risks and how do you plan to mitigate them?
- Impact: What is the overall impact of your recommendation on the organization?



Section 5
Tools and Templates
- Venngage Executive Summary Template
- Microsoft Word / Google Docs / Canva / Adobe Express
- Storytelling With Data Blog on Summary Slides
Strong communicators get promoted. Understanding how your industry uses reports—and how to summarize them clearly—makes you more valuable to any organization.
Section 6
Reports by industry
Accounting


GLOBAL Supply Chain
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Marketing
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Organizational Behavior/Human Resources
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strategic management
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